Online service dashboard videos

This video will take you through the process of making a pension contribution to help you meet your duties. 

We’ll be monitoring the contribution amounts you submit and checking if these match the amounts we expect. This is based on the contribution rates we currently hold and the pensionable earnings in the current contribution period you include in each submission. We’ll show you more detail on this later in this video. 

It’s important you submit an employee’s pensionable earnings accurately as once you fill in this field on the dashboard, our system will automatically calculate the expected contribution for the employee. This allows us to monitor the contributions and ensure they are in line with what we expect. 
You must make sure that any relevant assessments are completed at this point. 

When you've updated and finalised your payroll, you can process your monthly contribution. 

To begin, click the ‘Make Contribution’ tile on the right-hand side of the dashboard. 

You can see when the next contribution is due at the top of the page. 
There's the option to import a contribution schedule as a CSV file or input it manually. 

We recommend importing a file to reduce the chance of errors and ensure all workers are included. 

You’ll find more information about what data should be in your CSV file on our employer website. 

If you have a schedule in progress that you want to come back to, you can access it from the ‘Edit Contribution Schedule’ box at the right-hand side of the page. 

To start a new data import, click the ‘Import Schedule’ button at the left-hand side of the page. 

You now need to import your file by clicking on ‘Browse’ at the top of the page. 

This is the file we're going to import.

If the headings in your CSV file don't match the fields in our system, you can create a template to map your headings. 

For the purpose of this video, we'll show you how to create a new template. 
Tick the 'Create New Template' box and click 'Import File' situated beneath the file. 

This is the 'Create Template' page. 

Give the template a meaningful name. 

We'll need to go through and select the fields that haven't been mapped. 
In our example, the 'earnings in contribution period' needs to be mapped. 
To map this, select the heading from the drop-down list in the centre column of the table. 

You should do this for all the fields you need to map.

When you've mapped everything, click 'Create Template' at the bottom right-hand side of the page to import the file. 

We’ll then check if you’ve mapped any fields more than once. If we find any errors, you’ll need to update those fields before you can move on to the next stage. 

The file mapping is now successful, so click the ‘Continue’ button at the bottom right-hand side of the page to proceed.

Here's the results of the file import. This page checks the upload file against the workers already added to the dashboard. This can highlight any workers we’re not expecting contribution for. 

We’ll never take contributions for workers who have opted out. 

Once you’re happy with the schedule, click the ‘next’ button at the right-hand side of the page. 

This is the ‘review schedule’ page.

This summarises the information you've imported and highlights any queries. 
Here you can see the contributions we are expecting, and here you can see the queries. 

It's important you check all of these and update your schedule to ensure the correct contributions are made. 

You can review the queries on screen by clicking each tab, or you can export the data as a CSV file by clicking the 'Export Data' link at the bottom of the page. 

Here's the exported file. 

It's the same as the schedule we imported earlier with an extra column on the right-hand side showing the query. 

Here's some common validation errors you might find on this screen. You can find out more information on these errors on our employer website. 

Once you've addressed the errors and corrected them either on your CSV file or by selecting the relevant reason from the drop-down list in the right-hand column, you can then proceed to submit your contribution by clicking the button at the bottom right-hand side of the page. 

You can now review the final schedule details. 

Depending on the reason you’ve given for any differences in your contribution submission, you may see an additional declaration that requires you to acknowledge and take the relevant action. 

Please note that the error messages and resulting declarations will continue to be displayed on future submissions until the cause of the error is resolved.

If you're making the contribution by direct debit, you can change the collection date, if required, by clicking the ‘Change’ situated beside the collection date at the top of the page. 

Don’t forget that the Pension Regulator requires contributions to be received by Royal London by the 22nd of the month following the deduction of the contribution. 

You can now click the ‘make contribution’ button at the right-hand side of the page to submit your schedule. You must ensure this final step is completed to fully submit your contribution. 

Finally, you'll see confirmation that the schedule has gone through and when the contribution will be collected. 

When you click the ‘return to homepage’ link at the left-hand side of the page you’ll be taken back to your dashboard. You’ll see the next contribution due date, shown on the contribution box situated in the centre of the bottom of the page, has moved to the next month. This may take a few moments to refresh. 

Once your payment has been collected and applied, the last completed contribution information will be updated here.

Thank you for watching this video. If you have any queries about making contributions to your scheme, please speak to your Royal London servicing team. 
 

Within this video, we'll show you how to add new workers to your scheme.

New workers need to receive their joining communications within six weeks of them joining the company, so it’s important you assess workers through your payroll system and provide them with their joining communications before they are added to the scheme.

Depending on how frequently you have new workers, you may want to repeat this process a couple of times a month.

To start the process of adding a new worker, click on the ‘Add workers’ tile on the right-hand side of the page

Before you add any new worker details, you'll need to read the pop-up message that appears on the screen confirming that any workers joining the scheme are doing so in line with our requirements and the eligibility criteria.

As the employer or administrator for the scheme, it's your responsibility to tell us if any of these details are wrong.

When you're adding new workers it's important to complete all the details as best you can, including their full names, date of birth and National Insurance number.

If you don't have these details to hand, you can add this in once the plan is live by editing the workers details.

It's important you provide these details as it can affect how contributions are applied to the plan and pension projection calculations.

We need to tell you this as failure to provide this information can result in us cancelling the plan and making the plan paid up.

When you’re ready, click the confirm and submit button at the bottom right-hand side of the pop up window.

This is the add worker home screen.

You have the option to add your new workers individually, or if you have multiple new workers joining, you can do this via a CSV file.

We'll show you how to do this both ways, starting with how to add them individually.

Click 'add worker' in the right-hand side of the screen to start adding the worker details.

There are three pages to fill in when providing new workers' information. Once you’ve completed the first page, hit the continue button at the bottom right-hand side to move to the next page.

When you're completing their personal details, you must tell us both their full first names and surname– it can't just be their initials.

Once you’ve completed the first page click continue at the bottom right-hand side of the window to move to the next page.

We encourage you to give us a workplace or personal email address for your worker so we can keep them up to date with important information about their plan.

It's important you tell us the National Insurance number for each new worker joining your scheme, as we need this before we can claim tax relief on their contributions.

If you don't have their National Insurance number, leave the field blank.

You'll then need to add this into their details as soon as you can.

There are more details about how to do this in our other videos.

If your worker doesn't currently have a National Insurance number, for example because they recently moved to the UK, you can indicate this and then provide the reason why they don't have one.

This would be the exception.

To claim tax relief on the contributions, we need to capture the worker status.

In nearly all cases, we'd expect this to be employed, but if self-employed earnings or pension income was an individual's primary source of income, this can be captured in the drop-down menu that lists all nine statuses included in the regulations.

Once you’ve completed the second page, click continue at the bottom right-hand side of the window to move to the results page.

This page displays the next steps and the expected contribution percentages for workers at the left-hand side of the page. Click on ‘save and close’ at the right-hand side of the window to save the worker details.

Before you can complete adding your new workers, you need to confirm that all the information is correct. In the pop-up window that appears, click ‘Yes’ to continue. If you need to change any of the details you’ve entered, you can click ‘No’.

Once you’ve done this, you’ll see a summary of the workers you’ve just added and if there’s any missing details. You’ll also be able to see details of those workers you’ve recently added.

If you need to add more new workers, you can click on the ‘Add worker’ tab at the top and repeat the process.

That's the end of how to add workers to the scheme individually.

We'll now show you how to add workers to your scheme via CSV file.

Before you can add new workers in this way, you’ll need to prepare your CSV file and save this somewhere where you can easily access it from. When you’re ready to add new workers in this way, click ‘Import file’ on the left-hand side of the page.

You now need to import your saved file by clicking on ‘Browse’ at the top of the page and then select the template required. When you import a csv file for the first time, you’ll have to create a template to add new workers and map your fields correctly.

If you don’t have a template, you can create a new one by selecting the ‘Create new template’ box just below the file name at the top of the page.

Click the 'import file' button on the left-hand side of the page to move to the next stage.

When creating a new template, you must give the template a memorable name and then map the fields in your file to help the system read the worker information you’re giving us.

Some fields may be mapped automatically, for example, their name and date of birth, but you’ll need to map the rest.

It’s important you map all the information in your CSV file. To map, select the details from the drop-down list in the second column of the table.

Once you’ve mapped all your fields, click ‘Create template to import the file’ at the bottom right-hand side of the page.

The file has been imported. If there’s an error message a link to the error file will be provided. To find out what the error is, click the link in the message error.

This time the file upload is successful. Click continue at the bottom right-hand side of the page to move on to the next stage.

This is the results screen and summarises the information you’ve just imported. You can check that all the workers have been imported correctly and remove incorrectly uploaded workers. When ready, select ‘save workers’ at the bottom right-hand side of the page.

Before you can complete adding your new workers, you need to confirm that all the information is correct. In the pop-up window click ‘Yes’ to continue. If you need to change any of the details you’ve entered, you can click ‘No’.

You’ll then receive confirmation of the workers that have been added and any next steps. Once happy, you can click ‘return to home page’ at the bottom right-hand side of the page to return to the scheme dashboard.

Tasks will automatically be created for any outstanding activities, such as workers with missing National Insurance numbers.

You can find more information on how to complete tasks, like updating workers with missing information, in our other auto enrolment dashboard videos.

You can see a summary of your tasks on the dashboard, and you can access the detail by clicking on the tasks tab at the left-hand side of the menu bar situated at the top of the page.

Thank you for watching this video. If you have any queries about adding new workers to your scheme, please speak to your Royal London servicing team.

 

Within this video, we'll show you how to add new workers to your scheme. New workers must receive their joining communications within six weeks of them joining the company, so it's important you add new workers to your scheme on a frequent basis. Depending on how frequently you have new workers you may want to repeat this process a couple of times a month.

To start the process of adding a new worker click on the Add Workers tile on the right-hand side of the page. Before you add any new worker details, you'll need to read the pop-up message that appears on the screen, confirming that any new workers joining the scheme are doing so in line with our requirements and the eligibility criteria. As the employer or administrator for the scheme, it's your responsibility to tell us if any of these details are wrong.

When you're adding new workers, you need to complete all the details as best you can, including their full names, date of birth, and National Insurance number. If you don't have all these details to hand, you can add this in once the plan is live by editing the workers details.

It's important you provide these details as it can affect how contributions are applied to the plan and pension projection calculations.

We need to tell you this as failure to provide this information can result in us cancelling the plan and making the plan paid up.

Click Confirm and Submit on the bottom right-hand side of the pop-up window to continue.

This is the add worker home screen. You have the option to add your new workers individually or if you've multiple new workers joining you can do this via a CSV file. We'll show you how to do this both ways, starting with how to add them individually first.

Click on the Add Worker button on the right-hand side of the page to continue.

There are three pages to fill in when providing new workers information.

When you're completing their personal details, you must tell us both their full first names and surname. It can't be just their initials.

Once you've completed the first page, hit the continue button at the bottom right-hand side to move to the next page.

We encourage you to give us a workplace or personal email address for your worker, so we can keep them up to date with important information about their plan.

It's important you tell us the National Insurance number for each new worker joining your scheme, as we need this before we can claim tax relief on their contributions. If you don't have their National Insurance number, leave the field blank. You'll then need to add this into their details as soon as you can. There's more detail about how to do this in our other videos.

If your worker doesn't currently have a National Insurance number, for example, because they recently moved to the UK, you can indicate this and then provide the reason why they don't have one. We would expect this to be the exception.

You should make sure that you've included the worker's first gross pay in the earnings and pay reference period field.

If you've not paid them yet or their pay is variable because of the hours they work, you can enter an estimated amount. We need this information to ensure that we issue the correct communications for your workers within the six-week timescale set out by the Pensions Regulator. To claim tax relief on the contributions, we need to capture the worker's status.

In nearly all cases, we'd expect this to be employed. But if self-employed earnings or pension income was an individual's primary source of income, this can be captured in the dropdown menu that lists all nine statuses included in the regulations.

Once you've added the new worker details, click on Save and Close at the right-hand side of the page.

Before you can complete adding your new workers, you need to confirm that all the information is correct in the pop-up window that appears, click yes to continue. If you need to change any of the details you've entered, you can click no.

Once you've done this, you'll see a summary of the workers you've just added and if there's any missing details, you'll also be able to see details of those workers you've recently added.

If you need to add more new workers, you can click on the Add Worker tab at the top and repeat the process.

That's the end of how to add workers to the scheme individually. We'll now show you how to add workers to your scheme via a CSV file.

Before you can add new workers in this way, you'll need to prepare your CSV file and save this somewhere where you can easily access it from.

When you're ready to add new workers in this way, click Import File on the left-hand side of the page.

You now need to import your saved file by clicking on browse at the top of the page, and then select the template required.

When you import a CSV file for the first time, you'll have to create a template to add new workers and map your fields correctly.

If you don't have a template, you can create a new one by selecting the Create New Template box just below the file name at the top of the page. Some fields may be mapped automatically. For example, their name and date of birth, but you'll need to map the rest. It's important you map all the information in your CSV file.

To map, select the details from the dropdown list.

Once you've mapped all your fields, give the template a name in the box at the top left-hand side of the table. Then click the Create Template button to import the file at the bottom right-hand side of the page.

The file has been imported. If there's an error message, a link to the error file will be provided. To find out what the error is, click the link in the message error.

This time the file upload is successful. Click continue at the bottom right-hand side of the page to move on to the next stage.

This is the check detail screen and summarises the information you've just imported. You can check that all the workers have been imported correctly. You can also let us know if any workers are classed as non-workers or are paying into another qualifying scheme with you.

When ready, select continue at the bottom right-hand side of the page.

This is the result screen. It gives a summary of the newly imported workers. It shows the number of workers who will be imported and any with missing information. If you're happy to continue importing, click Save Workers at the right-hand side of the page.

Before you can complete adding your new workers, you need to confirm that all the information is correct in the pop-up window. Click yes to continue. If you need to change any of the details you've entered, you can click no.

This is the next step screen that tells you about any tasks you'll have to complete to meet your duties for the new workers. Once you're happy with these next steps, click Return to Home page at the bottom right-hand side of the page to return to the Scheme Dashboard page.

Tasks will automatically be created for any outstanding activities, such as workers with missing National Insurance numbers. You can find more information on how to complete tasks like updating workers with missing information in our other videos. You can see a summary of your tasks on the dashboard, and you can access the detail by clicking on the tasks tab at the left-hand side of the menu bar situated at the top of the page.

Thank you for watching this video. If you have any queries about adding new workers to your scheme, please speak to your Royal London Servicing Team.

 

This video will show you how to manage your tasks and reminders. The type of tasks you’ll see will vary depending on how your scheme works. 

Click the ‘due now’ tile in the tasks box of the page to see a list of tasks that need to be completed now. 

This is a task list. 

Here you can keep track of what you need to do and when. 

You should use this page as a reminder to check each of the tasks have been completed before you mark it as done. The task will then be moved to the ‘Done’ tab. 

Here's a worker with missing details. Their communications must be provided by the date shown in the ‘Message’ column in the centre of the table. 
Clicking the 'Provide Missing Details' link at the right-hand side of the table for this worker takes us into the ‘Edit Worker’ pages, where we can add the details. 

There are no details missing on the first page, so click the ‘Continue’ button at the right-hand side of the window to move to the next page. 

This is the ‘Contact and Employment Details’ page. Check the blank fields for missing details. Here details of their earnings in the pay reference period are missing - we can add them now. 

You'll then be asked for an effective date for the change. It’s important this is correct, as it will affect their auto enrolment date. In this case you'll select the date that they joined the company. 

Once added, click the ‘Continue’ button at the right-hand side of the window to move to the results page. 

This is the ‘results’ page.

When you've provided enough detail, the worker will move to the next stage and this page will advise if documents are to be issued. Click the ‘Save and Close’ button at the bottom right-hand side of the window to save these changes. 

You’ll need to read and accept the declaration in the pop-up window to return to the ‘Tasks’ page. 

Now you can mark the missing details task as 'done' by ticking the check box at the right-hand side of the table, and it will be removed from the list. 
Let's look at the other tasks. 

One worker has opted in, and another has opted out. 

To make sure you continue to deduct and pay contributions correctly, your payroll will need to be updated to reflect these changes. 

Clicking the 'update payroll' link at the right-hand side of the table for these workers will take you through to the payroll update page to see a list of recommended payroll updates. 

Setting up task reminder emails: 

We'll create regular tasks that will remind you to check for outstanding assessments, capture any amendments you need to make to your payroll or to make sure you’ve submitted your contribution. We can also email you to remind you about these. 

You can set up when you'd like reminders to appear, to ensure you complete your tasks on time and continue to meet your employer duties.

To do this, click 'Admin' situated in the top right-hand side of the navigation bar. Then select 'Task Reminder Settings' from the pop-up menu.

This is the ‘Task Reminder’ settings page. 

Here you can choose when you receive reminders for regular tasks and change who will receive the e-mail reminders. 

Click 'Save Changes' at the bottom of the page to save your settings.

A message appears at the top of the page to tell you the changes have been saved successfully. 

Thank you for watching this video. If you have any queries about managing your scheme online, please speak to your Royal London servicing team. 
 

This video will show you how to assess your workers.

The employer assesses their workers before they run their payroll.

They'll assess workers they postponed 3 months ago.

They must also continue to assess entitled workers and non-eligible job holders in case their age and earnings change, and they now need to be auto enrolled.

Click the ‘Assess’ tab in the navigation bar at the top of the dashboard to begin the assessment.

Ensure the oldest pay reference period is selected in the table in the centre of the screen.

Then choose how you want to provide your workers earnings details from the drop-down box below the table.

You can import them in a CSV file or provide them individually.

We're going to demonstrate importing a file, as this minimises the chance of errors.

Select ‘Import File' from the drop-down box and click Continue at the bottom of the page to import the file.

The process for importing a file is the same throughout our system.

Click the browse button at the top of the page to select the file.

Here's the file.

Along with members' first name, surname and National Insurance Number, you must include the gross earnings paid to the worker for the period you are assessing them.

Click the Import File button on the left-hand side of the page.

Once the file is imported successfully, click ‘Continue’ at the bottom right of the page to go to the next screen.

This is the ‘Review Earnings’ page.

Here you can review the data you've imported, then click the ‘Assess Workers’ button at the bottom right-hand side to assess the workers.

Here are the assessment results. You can see who will be auto enrolled, who has already opted in, and who will continue to be monitored.

There's a summary at the top of the page.

​Two workers have already opted in and three will be auto enrolled.

Click the ‘Save and Continue’ button at the bottom right-hand side of the page to continue.

Before the workers are saved, a pop-up window will appear, and you'll be asked to confirm that this is the correct pay reference.

If you want to go back and check before you save the workers, Click the ‘Check before Saving’ button on the bottom left of this window.

Click 'Save Workforce Assessment' on the bottom right-hand side to save the assessment results and update the worker records.

Here are the next steps.

​On this page we can see which workers will receive a joining pack and any workers that you don’t need to do anything about now.

The system will produce joining packs automatically and issue them to workers.

​To see which updates you'll need to make to your payroll systems for newly enrolled workers, click 'Update Payroll' at the bottom right-hand side of the page.

Thank you for watching this video. If you have any queries about assessing your workers, please speak to your Royal London servicing team. 

This video looks at the payroll update screen on your dashboard.

You should update your payroll after you've assessed your workers to ensure the correct deductions are made.

The next time you run your payroll, click the "Update Payroll" tile at the right-hand side of the dashboard.

This is the payroll update screen. There are four updates to make.

This person has opted out, so their contributions are zero.

You will need to update your payroll otherwise a pension contribution will be deducted from their salary, which will then need to be refunded.

This worker has opted in, so you should start deducting pension contributions from their pension start date.

The other two workers have been assessed as eligible job holders. You can see who's been enrolled and what pension contributions will be made for each worker.

Note that the pension start date is the date we expect contributions to start from and you should not attempt to pay contributions to us for them before this date.  

You must ensure that you deduct the right contributions from worker’s earnings.

You should update these workers records in your payroll system.

You can export the updates as a CSV file and import them into your payroll system using the export button at the bottom-right hand side of the page or enter them individually.

We recommend importing the updates in a CSV file as this reduces the risk of errors.

Here's the exported file.

When you've made the updates, you can tick the "Mark All as Done" box at the top left-hand side of the table.

Thank you for watching this video. If you have any queries about making payroll updates, please speak to your Royal London servicing team.

 

​​​In this video, we'll look at managing your workforce.

We'll cover updating worker details and opting workers out. See our video on leavers to find out how to tell us about leavers.

Click the 'View Workforce' tile on the right-hand side of the Dashboard, or 'Workforce' on the top menu to start. Here, you can view your entire workforce. You can use the boxes at the top to filter your workers.

You can update workers from the 'workforce' screen. Do this by importing a file or editing their details individually. To import a file, click the 'Update Workers' button at the top of the 'workforce' page.

You'll then see the 'import file' screen. The process for importing a file is the same throughout our system. Watch our video on adding workers for more information. Click the 'Browse' button at the top of the page to select your file. Here's the CSV file. Click the 'import file' button on the screen to upload your file. The file has been successfully imported, so click the continue button at the bottom right-hand side of the page to proceed.

You can import a file containing all your workers and we'll identify the ones whose records have changed, or you can just include those worker records that have been updated.

You can update the following worker details by importing a file: full name, postal address, workplace email address, personal email address, and annual salary. This is the 'review changes' screen. At the top of the page, we'll show you if there are any updates that can't be made.

You should take a note of these and use the 'Contact Us' section of your dashboard to let your servicing team know about the changes you want to make. You can click the tabs to view the workers affected. At the bottom of the page, we'll confirm the updates that will be made.

When you're happy that these are correct, click the 'save updates' button at the bottom right-hand corner of the page to save the changes to the worker's records. You'll then see confirmation that the updates will be made. Click 'return to workforce' at the bottom right-hand side of the page to return to the workforce screen.

Let's take a look at 'Edit Worker details'. Please note that workers who have received a plan can only be updated using the 'import file' option. There are three pages. Use the 'Continue' button at the right-hand side of each page to navigate through them. Click 'Save and Close' at the right-hand side of the last page to save your changes.

You can make other changes to workers from the 'Workforce' screen. Click the worker's name in the left-hand column to see what options are available for that individual worker. In this case, we can opt this worker out or mark them as a leaver.

This worker has decided to opt out of the pension scheme. They sent an opt out request to you, as their employer, you need to tell us about this. Click 'Opt Worker Out' from the pop-up menu to enter their details. Here, you can see the opt out declaration. Enter their opt out date. This must be within the worker's opt out window.

Click the check box below this text to confirm you agree with the statements. Click 'opt out' at the right-hand side of the page to opt the worker out. This shows that the opt out request has been received. It shows the date they will be opted out. If a contribution had been already made for the worker, we'll arrange to refund this to the account it came from.

If a contribution had yet to be sent for them, we'd no longer expect this contribution to be made. Contributions should be returned to them if it has already been deducted through payroll. Click 'return to workforce' at the bottom right-hand side of the page to finish.

Thank you for watching this video. If you have any queries about managing your scheme online, please speak to your Royal London servicing team.

In this video, we’ll show you how to tell us about workers who have left employment, died, or chosen to stop contributing to their pension plan. 

You should tell us about leavers on a monthly basis, and you must make sure you’ve made their final pension payment before telling us about them. 

You can tell us about leavers individually or by importing a file. 

You can't tell us about leavers until they've left. 

You can tell us about a leaver individually by going to your ‘Workforce’ tab at the top of the dashboard page, locating the worker in the workforce list, and clicking on the worker's name at the left-hand side of the workforce list. 
Then click the ‘mark as leaver or stopped contributions’ link in the pop-up menu to mark them as a leaver. 

A window will appear, then select the reason for them leaving from the options at the top of the window. 

Then enter the effective date of leaving and if they are currently making contributions, the date their last contribution should be in respect of in the boxes underneath these options. Once completed, click continue at the right-hand side of the window to move to the confirmation page. 

If you’re happy with the details entered, click the confirm changes button at the right of the window to save your changes. 

You can also tell us about leavers by importing their details into the dashboard. 

Click the ‘Leavers’ tab at the top of the page to do this. 
Here is the file import page. 

You’ll need to create a CSV file listing the workers who have left. To make sure we can identify them in the system, you should provide each workers’ National Insurance Number or date of birth, along with their first name and surname. 

You must also tell us the leaving date and the reason for leaving. 

This is the CSV file we’ll use. 

You now need to import your saved file by clicking on ‘Browse’ at the top of the page and then select the template required. When you import a CSV file for the first time, you’ll have to create a template to add new workers and map your fields correctly. If you don’t have a template, you can create a new one by selecting the ‘Create new template’ box just below the file name at the top of the page. 

Some fields may be mapped automatically, for example their name and date of birth, but you’ll need to map the rest. It’s important you map all the information in your CSV file. To map, select the details from the drop-down list. 

Once you’ve mapped all your fields, click ‘Create template’ to import the file at the bottom right-hand side of the page. 
The file has been imported, if there’s an error message, a link to the error file will be provided. To find out what the error is, click the link in the message error. 

This time the file upload is successful. Click ‘continue’ at the bottom right-hand side of the page to move on to the next stage.

This is the ‘review leaver’ page. Click each tab to view the workers affected. 
Here are the workers who will be updated. 

One worker has chosen to stop contributions, and one worker has left employment. 

At the bottom of the page, there are workers we have a query about. 
Check their details and re-import your file if necessary. For further help, see our user guide. 

This worker has a leaving date earlier than their start date. 

We'll also tell you about workers on your file we can’t match with our records and those workers we believe have already left.

When you're sure that the leavers are correct, click ‘confirm leavers’ at the bottom right-hand side of the page. 

Here’s confirmation that the workers have been updated, and we’ll let you know if there are any further actions you should take. Click the ‘return to homepage’ button at the right-hand side of the page to return to the dashboard. 

Thank you for watching this video. If you have any queries about leavers from your scheme, please speak to your Royal London servicing team.